Where Do You Even Start with AI?
Real Talk for Chiropractors, Wellness Clinics, and Medspas
Let’s be honest—AI is showing up everywhere.
It’s in your feed. Your inbox. Every ad. Every platform. Every “expert” with a ring light swears they’ve got the tool that’s going to change your business overnight.
But if you’re running an actual clinic—treating patients, managing a team, dealing with the never-ending calendar shuffle—it’s easy to feel like AI is just more noise.
So let’s cut through that. Because if you’re asking questions like:
“Should I be using this stuff?”
“What’s actually worth automating?”
“Is my clinic even ready for AI?”
You’re not alone. And no—you don’t need to become a tech genius or overhaul your whole business. You just need a place to start.
Step 1: Find the Repeat Offenders
Let’s start here.
Every practice has those daily tasks that keep showing up like clockwork—and slowly steal your time.
Think:
Sending the same new patient email
Copy/pasting appointment info into multiple systems
Following up manually after each visit
Reminding clients about payments
Updating spreadsheets like it’s 2006
None of these things take hours... but they add up.
Want to find your first automation target? Track where your time goes for a week. Not the big stuff—the annoying 10- to 15-minute tasks that stack up. That’s your goldmine.
Step 2: Don’t Start with the Tool
This is the trap most people fall into.
They hear about a shiny new platform, sign up, play with it a bit, and then... nothing really changes.
So here’s the better way in:
Forget the tool. Start with the problem.
Ask yourself:
What part of your day is frustrating?
Where do things fall through the cracks?
What feels slow, clunky, or just flat-out annoying?
Once you know what needs fixing, choosing the right tool becomes easy.
Skip this step, and you’re just adding more software to the mess.
Step 3: Use the “AI Opportunity Matrix”
(Yes, it sounds fancy. It’s not.)
This simple grid helps you figure out what to automate first:
Task TypeWhat to DoHigh time + easy to automate✅ Do this nowHigh time + complex to automate📌 Flag for laterLow time + easy to automate🧠 Batch during your next cleanup
You’re looking for wins that are simple and save you real time.
Not every problem needs an expensive, overbuilt solution. Most don’t.
What Not to Do
Let’s just say it straight:
Don’t try to automate everything in one go. Start small and get a win.
Don’t pick tools because they’re trendy. Your workflow should come first—tools should fit around you.
Don’t skip writing stuff down. If something breaks or someone new joins your team, documentation saves the day.
Quick Wins You Can Tackle This Month
Here are a few high-impact, low-drama automations that most clinics can knock out fast:
Send appointment and payment reminders automatically through your CRM or calendar system
Use Airtable or Google Sheets to track leads and trigger follow-up emails
Add a simple chatbot to your site to answer common questions (saves a ton of phone time)
Auto-post your weekly schedule or specials to Facebook and Instagram
Final Thoughts: Keep It Simple
AI doesn’t have to be intimidating or expensive.
Start with one thing.
Fix it.
Let that time-saver fund your next fix.
Rinse and repeat.
That’s how you get your time back, reduce stress, and build a smoother business without getting buried in tech.
Not sure what to automate first? Let’s figure it out together.
Book a quick discovery call, tell me what’s driving you nuts in your business, and I’ll show you where AI or automation can save you real time without adding more chaos. No pressure. Just practical solutions.
